Big Ticks: Best Stories For Professionals This Week
Tony's BIG ticks

Big Ticks: Best Stories For Professionals This Week

March 11, 2017
by Tony Vidler  CFP logo   CLU logo  ChFC logo 

Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.


These are the highlights from the week that you should stop and read, as they are the best I’ve seen recently.


There is so much good information for professional services made available each week, much of which I share, that it is very easy to forget to pause and reflect.  Each week I select the best handful and give them Tony’s BIG Ticks as being the ones that made me pause and reflect, or think further.  They are sometimes thought-provoking, perhaps insightful, maybe a great sales or marketing idea or sometimes just incredibly topical.

Professional picks have been:
5 Governing Principles For Growing Your Book Of Business
By @NZ_Adviser

When you get right down to it any adviser who did these five things would indeed grow a great book of business…simple concepts, but the devil is in the execution!  Great tips in here…


4 New MarketPlace Truths You Must Know
By @Forbes

The “Age of Selling” is dead (or at least dying) as a number of market forces come together to change how we retail products and services…


Building Your Brand To Get Quality Referrals
By @TactiBrand

“Most of your clients can’t put a finger on what your brand is because you haven’t articulated or nurtured it. If you asked 10 clients to explain “your brand,” you’d have 10 unique answers. Branding is about articulating your story in a way that is easy to share and positions you in a way that is unique and valuable to your ideal clients….”


Playing a game (in funds management) to see what works
By @Top1000Funds

An interesting look into the lessons and observations about fund manager behaviour when the $14.5 billion Public Employees Retirement Association of New Mexico (PERA) investment division had an internal investment competition….

In the war between millennials and baby boomers we have forgotten about the “work hard, play hard” Generation X
By @Independent

Quite simply one of the most insightful articles I have read about demographics – or one demographic in particular – in, oh I don’t know, forever…

Share them around please…they are too good to keep to yourself!  

P.S.  My best this week?  I think it was
 This 1 Thing Could Lose You More Than 50% Of Your Clients
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